Investments

Discussion List

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  how to fix an erronous entry to stock split

  Answered Closed Bob Zeiser 395 views 14 comments 0 points Most recent by Darrel August 2022Investing (Windows)
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  Dupicate data for 2 different investment accounts

  Closed Stable One 21 views 1 comment 0 points Most recent by Quicken Jared August 2022Investing (Windows)
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  Investment - 401(k) download - a sold share (for rebalancing) reduces my cash iso increasing my cash

  Answered Closed rryan 74 views 9 comments 0 points Most recent by rryan July 2022Investing (Windows)
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  Certain Morgan Stanley holdings do not populate quicken online accounts

  Answered Closed JackP 64 views 3 comments 0 points Most recent by Quicken Jared July 2022Investing (Windows)
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  Dividends Re-invested

  Closed Gary R 516 views 20 comments 0 points Most recent by Gary R July 2022Investing (Mac)
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  Dates arbitrarily change on future scheduled investment transaction groups in Quicken for Windows

  Closed hjfcfonew 22 views 0 comments 0 points Most recent by hjfcfonew July 2022Errors and Troubleshooting (Windows)
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  Stock/Quote Prices Not Updating

  Closed mayvin 584 views 15 comments 0 points Most recent by [Deleted User] July 2022Download, Add/Update Accounts (Windows)
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  Close investment account with balance

  Closed MikeG 111 views 1 comment 0 points Most recent by [Deleted User] July 2022Errors and Troubleshooting (Windows)
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  12

  Up
  Allow Add Reminder for Investment Transactions (9 Legacy Votes)

  Reviewed markus1957 225 views 10 comments 12 points Most recent by Dutch3 July 2022Investments
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  X-Ray and Performance tabs under Investment tab

  Closed Gary R 125 views 28 comments 0 points Most recent by Gary R July 2022Investing (Windows)
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  How to get fund prices that don't have ticker symbols

  Answered ✓ Closed ebe958 446 views 6 comments 0 points Most recent by Jim_Harman July 2022Investing (Windows)
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  how to add missing cost basis from Schwab account caused by last update R42.19

  Answered Closed ekbm90 711 views 2 comments 0 points Most recent by ekbm90 July 2022Investing (Windows)
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  Quicken Won't Let Me Setup online updates from my Fidelity Investments 401(k) account

  Answered Closed Barry E Jackier 32 views 2 comments 0 points Most recent by Ps56k2 July 2022Download, Add/Update Accounts (Windows)
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  Handling GOOGL stock split (at Fidelity)

  Answered Closed RCinNJ 91 views 2 comments 0 points Most recent by RCinNJ July 2022Investing (Mac)
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  Old version of Quicken for Mac handy chart GONE...

  Answered Closed Adele Dreyer 61 views 2 comments 0 points Most recent by Adele Dreyer July 2022Investing (Mac)
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  Day to day changes on Investment Dashboard

  Closed mehsab 41 views 0 comments 0 points Most recent by mehsab July 2022Investing (Windows)
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  Manually entering option purchases

  Closed Mike Sp 916 views 11 comments 0 points Most recent by jldavid47 July 2022Registers & Transactions (Windows)
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  Several years of lost data when shifting to downloading activity from Fidelity (Q Mac)

  Closed 20202 71 views 4 comments 0 points Most recent by Ps56k2 July 2022Errors and Troubleshooting (Mac)
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  How to show realized gain/loss in transaction when asset sold that can be shown in Budgets (Q Mac)

  Closed flinx 393 views 1 comment 1 point Most recent by jacobs July 2022Investing (Mac)
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  Automatic Updates from CC's and investments not working

  Closed CTTiger 253 views 13 comments 0 points Most recent by CTTiger July 2022Errors and Troubleshooting (Windows)
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  Export of positions portfolio dashboard by lot

  Answered ✓ Closed philliesphan0880 242 views 3 comments 0 points Most recent by philliesphan0880 July 2022Investing (Windows)
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  Can I export my investing accounts into Morningstar Investor?

  Answered Closed Mike Curran 64 views 1 comment 0 points Most recent by Sherlock July 2022Investing (Windows)
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  How to manually enter an investment transaction (Q Mac)

  Answered Closed ken deemer 91 views 1 comment 0 points Most recent by UKR July 2022Registers & Transactions (Mac)
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  Quicken Willmaker & trust

  Closed Marvin2020 251 views 1 comment 0 points Most recent by NotACPA July 2022Installing and Updating (Windows)
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  Wrong stock prices in update

  Closed rolanddawson2500 1.1K views 30 comments 0 points Most recent by [Deleted User] July 2022Download, Add/Update Accounts (Windows)
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  Return of capital

  Answered ✓ Closed Charlie R 226 views 5 comments 0 points Most recent by q_lurker July 2022Investing (Windows)
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  Using Transfers to Track Cash Flow

  Closed 1Moose63 81 views 1 comment 0 points Most recent by UKR July 2022Errors and Troubleshooting (Windows)